Raymond James Financial
SUN icon

Raymond James Financial’s Sunoco SUN Stock Holding History

Raymond James Financial’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.5M Sell
377,488
-6,365
-2% -$423K 0.01% 1385
2026
Q1 		$24.9M Buy
383,853
+1,332
+0.3% +$80.8K 0.01% 1311
2025
Q4 		$20M Buy
382,521
+462
+0.1% +$24.4K 0.01% 1445
2025
Q3 		$19.1M Buy
382,059
+16,106
+4% +$838K 0.01% 1443
2025
Q2 		$19.6M Buy
365,953
+18,990
+5% +$1.05M 0.01% 1385
2025
Q1 		$20.1M Buy
346,963
+2,124
+0.6% +$120K 0.01% 1307
2024
Q4 		$17.7M Buy
+344,839
New +$18.2M 0.01% 1418

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial's SUN Position: Q2 2026 in Review

Raymond James Financial reduced its Sunoco (SUN) stake by 1.7% in Q2 2026, selling an estimated $423K and leaving 377,488 shares worth $25.5M. The position accounts for 0.01% of the portfolio, ranked #1385.

Raymond James Financial first reported a position in SUN in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Raymond James Financial held 377,488 shares of Sunoco worth $25.5M as of Q2 2026.
  • Raymond James Financial sold 6,365 Sunoco shares in Q2 2026, an estimated $423K.
  • Sunoco made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1385 holding.
  • Raymond James Financial first reported a position in Sunoco in Q4 2024 and has held it in 7 quarters since.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.